LexisNexis® Legal Newsroom
Oast & Hook: Taxation of Social Security Benefits

By Andrew Hook As a firm specializing in assisting retirees and their families, Oast & Hook is frequently asked by its clients how their Social Security benefits are taxed. That depends on their other income. In the worst case scenario, 85% of the benefits would be taxed. (This doesn't mean...

State Net Capitol Journal: Helping Workers Help Themselves

When Dr. Dena Davidson graduated from the University of California, Berkeley School of Optometry in 1995, her expectations were pretty reasonable. "I knew being an optometrist was not going to make me rich," she says. "But I felt I would be fairly comfortable." To her, that meant...

Practical Tax Considerations Relevant to U.S. Totalization Agreements

Totalization agreements are one of the best kept secrets in the international tax arena. Very few practitioners know they exist, and fewer still know what those agreements do... ... Totalization Agreements: What They Are A totalization agreement is a bilateral treaty between two countries that...

Thirty-Three Social Security Planning Tips

Social security can be a confusing government benefit. The following is a brief list of tips to make it more beneficial to you. 1. If you are already collecting your retirement benefit and are at or over full retirement age, you can tell Social Security you want to suspend further benefits and then...

Hook Law Center: Making the Most of Your Social Security Benefits

It is well known that timing is an important consideration when applying for Social Security retirement benefits. For example, you may begin receiving retirement benefits as early as age 62, but if you wait until you have reached your full retirement age (determined by your year of birth), or even as...

Social Security Cards for DACA Grantees

"If the U.S. Citizenship and Immigration Services (USCIS) grants you Deferred Action status and employment authorization, you may be eligible for a Social Security number. After you receive your Employment Authorization Card (I-766) from USCIS, you can apply for a Social Security number." ...

Your Social Security Is Not Safe from Unpaid Student Loan Debts

Thousands of retirees are learning today that defaulting on student-debt can threaten something that used to be untouchable: their Social Security benefits . The federal government is withholding money from a rapidly growing number of Social Security recipients who have fallen behind on federal student...

Workers' Comp Fraud Blotter (11/15/2012) – Injured Worker Used Wife’s Social Security Number To Hide Out-Of-State Jobs

Each week we'll be surveying what the media, state agencies, insurance companies, and others report in terms of workers' comp fraud. Just like a police blotter, our workers' comp fraud blotter lists recent arrests, charges, convictions and investigations. Workers' Comp Fraud Blotter...

Social Security POMS Updates: April 30, 2013

RM 10213 TN 03 : "This transmittal updates the 10-day hold procedure for verifying evidence of alien status for a Social Security number (SSN) utilizing the Systematic Alien Verification for Entitlements (SAVE) program through the Enumeration system (SSNAP). We are making these changes as a result...

Immigration Windfall Could Exceed $4.6 Trillion: Wall Street Journal

"It isn’t every day that both Republicans and Democrats alike enthusiastically circulate a Wall Street Journal editorial, but that’s exactly what happened today with this WSJ take on the fiscal benefits of immigration reform . And for good reason. The editorial blows up one of the major...

New E-Verify “Enhancement” a Minefield for Employers: Ann Allott

"Here’s a message for restaurant and lodging industries and others that rely on low income workers: It’s time to take your headache medicine. The government is announcing an “improvement” of its E-Verify system. The government calls this an “enhancement,” but...

CIR Must Include Social Security Totalization Agreement With Mexico: RAND

"To manage the back end of the migrant labor lifecycle, the United States and Mexico should institute a bilateral social security agreement, which would make the social security contributions of legal workers portable between the two countries. Currently, the social security systems of both countries...

U.S. High Court Hears Oral Arguments In Dispute Over Taxing Severance Payments

WASHINGTON, D.C. — (Mealey’s) Severance payments fall within the Federal Insurance Contributions Act’s (FICA) definition of wages and are taxable, Assistant to the Solicitor General Eric J. Feigin told the U.S. Supreme Court Jan. 14 in arguments presented on behalf of the United States...

Kansas: Senior Citizen’s Comp Benefits Not Subject to Offset by Federal Social Security Benefits

Kansas, like most other states, requires that an employee's workers’ compensation award be set-off by any retirement benefits he or she receives from a retirement benefits program, including benefits received under the federal Social Security Act, less any amount the employee contributed to...

State Net Capitol Journal – June 23, 2014; Federal Highway Trust Fund Running On Fumes

Budget & Taxes FEDERAL HIGHWAY TRUST FUND RUNNING ON FUMES: For quite some time, state and local transportation officials have been anxiously watching the federal highway trust fund shrink and waiting for Congress to do something about it. "We've seen it coming like a slow-motion train...

Expelled Nazis Collecting Millions in Social Security

"Denzinger, 90, is among dozens of suspected Nazi war criminals and SS guards who collected millions of dollars in Social Security payments after being forced out of the United States, an AP investigation found. The payments flowed through a legal loophole that gave the U.S. Justice Department leverage...

Expelled Nazis Collect Millions in Social Security

"Denzinger, 90, is among dozens of suspected Nazi war criminals and SS guards who collected millions of dollars in Social Security payments after being forced out of the United States, an AP investigation found. The payments flowed through a legal loophole that gave the U.S. Justice Department leverage...

SSA Actuary on Financial Effects of Immigration Executive Action

"I am writing in response to your request for estimates of the financial effects on Social Security of the President’s Executive Actions for immigration announced November 20, 2014. The preliminary estimates and analysis provided in this letter reflect our careful analysis to date of these...

The “Uberization” of Jobs: Employee or Independent Contractor?

To not apply the possibly antiquated rules set forth in Borello to the new “share” economy could mean that thousands of new workers in California go without necessary protections The Uber business model could be a sea change in how many of us work and how we think about our jobs—think...

DLA Piper Health Systems Alert: U.S. Health Care Payment-Driven Transformation Ahead

By David Gruber, MD, MBA* | Healthcare spending is forecast to increase from US$3 trillion in 2014 to US$5.2 trillion in 2023, reflecting a compound annual growth rate of 5.9 percent. US healthcare expenditures on a per capita basis are 1.9-2.6 times the amount spent by other developed nations despite...

Advance Copy of SSA Final Rule re SSN Card Applications

"This final rule adopts the notice of proposed rulemaking (NPRM) we published in the Federal Register on February 26, 2015. This rule revises our regulations to allow applicants for a Social Security number (SSN) card to apply by completing a prescribed application and submitting the required evidence...

Kansas: Comp Benefits Offset By Social Security Benefits in All Cases

Reversing a decision by the state’s Court of Appeals, the Supreme Court of Kansas held that under the state’s Workers’ Compensation Act, an injured worker’s compensation must be reduced by any social security retirement benefits simultaneously received by that worker; that rule...

Colorado: In Spite of Credit Allowed Employer Related to Out-of-State Death Benefits Paid, Interest Was Owed on Balance of Benefits Due

Where a worker was killed in a work-related accident on the second day after he assumed a new position in Colorado—he had previously worked for the employer in Mississippi—and his survivors were paid death benefits under the Mississippi Act for 148 weeks, after which the employer began to...